Reports
Using Filters on Matters Page
Users can use filters to search matters and export a list of all matters whether open, closed or archived, or a particular category of matters and even matters created within a certain timeframe. 1. Click Matters in the left pane All open matters ...
Timesheet Reports
The Timesheet Reports on Thread provides users with a complete overview of how much time members in the organisation have spent on matters and the cost of time spent, based on users' hourly rates. Timesheet Reports can be viewed based on billable and ...
Matter Balances Report
The Matter Balances Report provides an overview of current balances on matters for the whole firm or matter owner and can be viewed based on the primary client or company on a matter within a particular date range. You can then print this report ...
Contact Questions Report
The Questions Tab, within contact details in Thread, facilitates the capturing of Proof of Identity images and documentation to meet AML requirements, or answer any other relevant questions about the contact. Thread can automatically generate reports ...
Client Listing Report
The Client Listing Reports enables you to extract main contact details (i.e. Name, Address, Phone Number and Email) for all of your contacts added to Thread, within a specific date range, and can be filtered to report only on contacts that are ...
Undertakings Report
Extract a report of Undertakings ‘given’ and ‘received’ in a specified date range. You can also filter by undertaking type, undertaking status and can add/remove columns in your report as required, i.e. Category, Company, Matter Owner, Matter Code, ...
Expenses Report
Extract a report of Expenses logged in a specified date range to keep track of disbursement payments you and your clients have made. You can also filter by matter category and user, for a more detailed overview of expenses. Viewing and Exporting an ...
Payments Report
Extract a report of all Payments received in a specified date range to keep track of all payments your clients have made to your firm. Viewing and Exporting Payments Report 1. Click the Reports icon in the bottom left pane of Thread. 2. The ...
Bills Report
The Bills Report of all issued or unissued bills can be viewed based on the primary client or company on a matter, within a particular date range. You can then print this report directly from Thread if needed. Viewing and Exporting Bills Report 1. ...
Legacy File Activities Report
All historical activities initially found under the Activities Tab, will now be available as Legacy File Activities under your Matter’s Documents tab, for your reference. Below is a sample of the Activities tab within a Matter in Thread v2 ...
Billable Time Report
The Billable Time Report can be viewed based on the matter, client, category or bill status, within a particular date range. If needed, you can also print this report directly from Thread. Viewing and Exporting Billable Time Report 1. Click the ...
Matters With No Primary Client Report
All matters should have at least a Primary Client as a contact, especially when integrated with an Accounts software. If users neglect to add a Primary Client upon matter creation, they can be added at a later stage, as per the steps outlined in this ...
Stagnant Matters Report
To maintain awareness of matter statuses and identify any matters that may not be progressing as they should, Users can view and export a report of matters that have not been updated in over a week, month, year, etc. If needed, you can also print ...
Value for Time Spent Report
The Value for Time Spent report provides a breakdown of all billable vs non-billable time spent on matters, including value for billable time vs billed time. If needed, you can also print this report directly from Thread. Viewing and Exporting Value ...
Top 20 Matters by Time Report
This report enables you to keep track of Matters with the most logged time in a particular time range. Users can also apply filters to report by matter owner and category. If needed, you can also print this report directly from Thread. Viewing and ...
Matter Owner Utilisation Breakdown Report
Keep track of your team's workload and ensure that work is being distributed fairly. This report will provide details of Open Matters across Matter Owners. You can produce results for a particular time range, in specific categories or all categories. ...
Matter Owner Utilisation Summary Report
Keep track of your team's workload and ensure that work is being distributed fairly. This report will provide details of Open Matters across Matter Owners. You can produce results for a particular time range and specific matter categories or all ...
Hours Spent -V- Target by Matter Owner Report
Extract a report of total monthly hours logged by fee earner(s), against their user target hours. Track how the fee earner is progressing and what percentage of their target hours has been completed to date. Viewing and Exporting Report: Hours Spent ...
Matter Deletion Report
Here you will find a record of all deleted matters and who they were deleted by. You can filter the report by matter owner and by date range. If needed, you can also print this report directly from Thread. Viewing and Exporting Matter Deletion Report ...
Matter Status Changes Report
With Thread, you can easily produce a record of Matters opened, closed or archived within a particular date range. If needed, you can then print this report directly from Thread. Viewing and Exporting Matter Status Changes Report 1. Click the Reports ...
Searching for matters & exporting matter list
Users can search matters and export a list of all matters whether open, closed or archived or a particular category of matters and even matters created within a certain timeframe. 1. Click Matters in the left pane. All open matters will show by ...
Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the task title, matter name and code (if linked to a matter), task due date, status, and user/s assigned. You can choose to get ...
Viewing Key Dates Across Matters
Viewing Key Dates Across Matters You can view all key dates on matters across your organisation in the Key Dates page of Thread. You can view key dates by type, matter owner, category, office location, and within a certain date range. If you wish to ...